高盛CEO：AI基建与政府支出驱动，2026年前美国经济将加速升温

Group 1 - The core viewpoint is that the U.S. economy is expected to accelerate due to strong government spending and AI infrastructure development, with increased M&A activity anticipated [1][2] - Solomon's recent assessment marks a significant shift from his previous warning about economic softness due to trade policies, now highlighting the positive impact of substantial investments in technology, particularly in AI [2] - Despite optimism about the macroeconomic outlook, Solomon expresses cautious optimism regarding the stock market, predicting a potential "correction" in the next 12 to 24 months, which he considers normal after a long period of growth [2][3] Group 2 - Government spending and AI infrastructure development are identified as key positive factors that outweigh the negative impacts of tariffs and a slowing job market, maintaining a healthy economic state [2] - The changing regulatory environment is expected to make corporate CEOs more ambitious regarding M&A activities, leading to a more active M&A market in the U.S. [2] - Goldman Sachs plans to invest $6 billion in technology this year, initially considering an $8 billion investment but scaling back to ensure returns, while still anticipating overall employee growth in the next decade despite technological advancements [3]